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iShares MSCI EAFE ETF
EFA

Overview Fund Activity

1,290 hedge funds and large institutions have $66.7B invested in iShares MSCI EAFE ETF in 2017 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 521 increasing their positions, 422 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
+123
Holders Change %
+10.54%
% of All Funds
29.3%
Holding in Top 10
222
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.45%
% of All Funds
5.04%
New
185
Increased
521
Reduced
422
Closed
53
Calls
$3.8B
Puts
$9.72B
Net Calls
-$5.92B
Net Calls Change
+$7.28B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$722M
2
Ameriprise
Ameriprise
Minnesota
+$301M
3
Northern Trust
Northern Trust
Illinois
+$229M
4
Goldman Sachs
Goldman Sachs
New York
+$206M
5
BlackRock
BlackRock
New York
+$192M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$168M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$161M
3
Citigroup
Citigroup
New York
-$136M
4
FTUS
Flow Traders U.S.
New York
-$112M
5
SIM
Sentry Investment Management
Wisconsin
-$78.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
976
Contravisory Investment Management
Massachusetts
$561K +$177K +2,510 +46%
OPWM
977
Oak Point Wealth Management
Michigan
$561K +$561K +8,145 New
RC
978
Roundview Capital
New Jersey
$555K -$9.42K -134 -2%
SCG
979
Sonata Capital Group
Washington
$553K +$15.2K +216 +3%
PFSC
980
Peoples Financial Services Corp
Pennsylvania
$552K – – –
OC
981
Oakworth Capital
Alabama
$550K -$60.7K -866 -10%
ACM
982
AlphaStar Capital Management
North Carolina
$546K +$546K +6,210 New
JFA
983
JNBA Financial Advisors
Minnesota
$542K – – –
VCP
984
Vista Capital Partners
Oregon
$542K +$91.9K +1,306 +20%
FAT
985
First American Trust
California
$542K +$101K +1,429 +23%
FFW
986
Fusion Family Wealth
New York
$541K +$2.81K +40 +0.5%
TCCM
987
Timber Creek Capital Management
Massachusetts
$541K +$34K +484 +7%
MCM
988
Millie Capital Management
California
$539K – – –
IC
989
Inverness Counsel
New York
$537K -$454K – –
ACM
990
Advisors Capital Management
New Jersey
$537K +$537K +7,638 New
SIM
991
SSI Investment Management
California
$533K – – –
PHS
992
Pekin Hardy Strauss
Illinois
$533K +$12.3K +175 +2%
GC
993
Gibson Capital
Pennsylvania
$532K -$762K -10,898 -59%
CA
994
Commerzbank Aktiengesellschaft
Germany
$528K +$528K +7,508 New
WA
995
Wealth Architects
California
$524K +$66K +940 +14%
SAS
996
Stelac Advisory Services
New York
$521K – – –
CCA
997
Conservest Capital Advisors
Pennsylvania
$519K +$5.27K +75 +1%
First Manhattan
998
First Manhattan
New York
$516K -$34.3K -489 -6%
SP
999
Successful Portfolios
Florida
$511K +$511K +7,273 New
WTFG
1000
Wells Trecaso Financial Group
Ohio
$509K +$509K +7,237 New
38 39
40
41 42